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Notis

Turn submitted expense details into Agiled records

Capture expense details while they are fresh, with the context in the submission processed for clarity.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Expense

Creates a new expense.

Why this helps

Expense information arrives in fragmented notes, making it harder to record consistently and remember the context later.

  • Process submitted expense notes into a concise description.
  • Create an expense from details supplied with the request.
  • Keep the intake and resulting run report together.

Setup

Build it in a few focused steps.

  • 1Connect Abstract and Agiled once in the Notis portal.
  • 2Create an automation in Automations, then New Automation, and add a name and prompt.
  • 3Tell Notis to process the submitted expense notes with Abstract and create an Agiled expense using the expense details included in the request.
  • 4Pick the webhook trigger and select where run reports should go.
  • 5Send one real expense submission and confirm the resulting record.

Questions about this workflow

Does this workflow read receipts or extract amounts from images?

That capability is not specified here. Send the expense details as text or structured data in the webhook request.

What if the submission is missing expense details?

Tell Notis to request or report missing information rather than create an incomplete record.

Does Abstract approve or categorize expenses?

The available Abstract description covers email and phone validation, IP enrichment, and text processing. Any approval or category rules would need to be supplied separately.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Abstract to Agiled. A trigger fires from one place; an action lands in another.

Abstract triggers

Agiled actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Expense

Creates a new expense.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Project

Creates a new project.

ActionInstant

Create Task

Creates a new task.

ActionInstant

Create Ticket

Creates a new support ticket.

ActionInstant

Get Contacts

Retrieves contacts.

ActionInstant

Get Currencies

Retrieves the available currencies.

ActionInstant

Get Deals

Retrieves deals.

ActionInstant

Get Employees

Retrieves employees.

ActionInstant

Connect any two apps with Notis in the middle.

Abstract and Agiled, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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